Rolleri & Sheppard CPAs, LLP

Rolleri & Sheppard CPAs, LLP CPA firm with the latest insights and standards in tax, audit, and consulting services.

The financial side of   is often where the costliest mistakes happen.Splitting assets, dividing retirement accounts, and...
08/05/2026

The financial side of is often where the costliest mistakes happen.

Splitting assets, dividing retirement accounts, and rebuilding your budget all carry consequences that are easy to overlook. Managing Partner Ryan C. Sheppard, CPA, CFF, is back with another video blog, this time diving into the financial realities of divorce.

In the video, he covers:
✅ How retirement accounts get divided
✅ The key financial documents you need to gather before anything else
✅ How a forensic accountant can make a real difference
✅ Common financial mistakes people make after divorce

The takeaway? A clear picture of your finances protects you long after the divorce is final. Watch the full video to hear these insights in detail: https://rollerisheppardcpas.com/videos/divorce-and-your-finances-what-you-need-to-know/

Every smart financial move starts with the right people in your corner.Managing Partner Ryan C. Sheppard, CPA, CFF, Seni...
08/03/2026

Every smart financial move starts with the right people in your corner.

Managing Partner Ryan C. Sheppard, CPA, CFF, Senior Accountant Alda Huli, and our entire team are proud to play that role for our clients—showing up with clear guidance, reliable support, and genuine care for your success.

Whether it's tax season or a big business milestone, we're here when it matters most. Ready to work with a CPA team that puts you first? Contact us today: https://rollerisheppardcpas.com/contact-us/

What does great   look like? At Rolleri & Sheppard, it looks like: 📞 A phone call returned promptly.💡 A question answere...
07/27/2026

What does great look like? At Rolleri & Sheppard, it looks like:

📞 A phone call returned promptly.
💡 A question answered clearly.
🤝 A team that knows your name and your goals.

We know that accounting is personal, and that's why we treat every client relationship with the attention and care it deserves. Contact us today to learn more: https://rollerisheppardcpas.com/contact-us/

When questions about   arise, the person with clear records is always in the stronger position.Alimony payments can span...
07/22/2026

When questions about arise, the person with clear records is always in the stronger position.

Alimony payments can span years and involve significant money, yet many people don't think about documentation until tax season arrives or a dispute surfaces. By then, reconstructing a full payment history is difficult.

The good news? A few simple habits can keep your records accurate and ready whenever you need them, and staying organized throughout the year is far easier than piecing it together later.

Read the full blog on our website to learn more ⬇️
https://rollerisheppardcpas.com/blog/how-to-keep-better-records-of-alimony-payments-throughout-the-year/

At our firm, we believe that great   starts with genuine relationships and ends with your total peace of mind, far beyon...
07/20/2026

At our firm, we believe that great starts with genuine relationships and ends with your total peace of mind, far beyond numbers and spreadsheets.

We take pride in delivering professional, caring, and principled to our clients during life’s most significant transitions.

If you're looking for a team that treats you and your goals as a true priority, we'd love to connect. Contact us today: https://rollerisheppardcpas.com/contact-us/

We handle the numbers so you can handle the big picture.Working with Rolleri & Sheppard means you can focus your time an...
07/14/2026

We handle the numbers so you can handle the big picture.

Working with Rolleri & Sheppard means you can focus your time and energy on what matters most, confident that your financial goals are in capable hands.

A heartfelt thank you to our clients for their trust, support, and kind words! If you need a financial partner who keeps your best interests at heart, reach out to us today: https://rollerisheppardcpas.com/contact-us/

If your income is complex, your   reconciliation likely won't be simple.For executives, business owners, and other high-...
07/10/2026

If your income is complex, your reconciliation likely won't be simple.

For executives, business owners, and other high-income individuals, annual alimony reconciliation involves far more than comparing support payments to a year-end W-2. agreements often tie alimony to variable compensation, which means the real work is in the details, and this is where a skilled tax professional makes the difference.

If alimony is tied to complex compensation in your divorce agreement, precision protects both parties. Read the full blog on our website to learn more: https://rollerisheppardcpas.com/blog/alimony-reconciliation-for-high-income-or-complex-compensation-situations/

Reviews like this remind our team exactly why we do what we do.A heartfelt thank you to our clients for recognizing the ...
07/06/2026

Reviews like this remind our team exactly why we do what we do.

A heartfelt thank you to our clients for recognizing the qualities we work hard to bring to every relationship:

🤝 Professional, knowledgeable guidance you can rely on
✨ A seamless experience from start to finish
💪 A team that works tirelessly, even through complicated matters
📈 A trusted partner you can count on for the long haul

Few things mean more to us than knowing that our clients feel supported, informed, and genuinely cared for. If you're looking for an team that treats your business and well-being as a true priority, we'd love to connect. Contact us today: https://rollerisheppardcpas.com/contact-us/

To our clients: thank you for your trust and your kind words. We don't take it lightly!At Rolleri & Sheppard, our goal i...
07/01/2026

To our clients: thank you for your trust and your kind words. We don't take it lightly!

At Rolleri & Sheppard, our goal is to make complex financial matters feel manageable so you can move forward with clarity and confidence. A special thank you to Senior Accountant Alda Huli and Managing Partner Ryan C. Sheppard, CPA, CFF, who were both named in this review for the care and dedication they brought to this client.

Learn more about our firm at the following link: https://rollerisheppardcpas.com/about-us/

Your alimony agreement was set on the day of your divorce; your finances were not.When life alters your finances but you...
06/29/2026

Your alimony agreement was set on the day of your divorce; your finances were not.

When life alters your finances but your alimony agreement doesn't adapt, you open the door to payment errors, disputes, and surprise tax problems, and that's where annual comes in.

Why does it matter? Annual reconciliation can help you:

✅ Avoid disputes over income changes that lead to overpayment or underpayment
✅ Stay compliant with tax laws
✅ Prevent enforcement issues by catching discrepancies early and keeping a clear record
✅ Support accurate financial planning around budgeting, retirement, and taxes
✅ Ensure court orders with periodic review provisions are actually followed

If alimony is part of your agreement, an annual review is key to your protection. Learn more in our latest blog: https://rollerisheppardcpas.com/blog/why-annual-alimony-reconciliation-matters-after-divorce/

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